A behavioral health intake assessment with AI PDF report — mood, anxiety, sleep, daily function and risk are screened across five dimensions, with crisis items wired to immediate escalation.
Quick answer
A behavioral health intake assessment scores mood, anxiety, sleep, function and risk (with crisis escalation), then generates an AI PDF report the client and clinician review together.
Disclaimer: this page and its AI report are for self-reflection and process reference only. They do not constitute medical, psychological, financial, legal or safety advice. Consult a qualified clinician before making care decisions.
Methodology: items are a structural adaptation of widely used clinical frameworks, not an official validated instrument; scores are indicative, not diagnostic.
Behavioral-health intake needs to answer four questions fast: how is the client feeling, how is their functioning, is there any immediate risk, and what brought them here today. This assessment structures those as five dimensions (mood, anxiety, sleep, daily function, risk) plus a crisis block that cannot be skipped. The AI PDF report writes the picture in plain language and hands the client a follow-up chat via QR.
Sample form, AI PDF report and AI consultant — fill the form to unlock all three.
Everything you need to run this template.
From copy to deliverable in four steps.
Copy the form and its scoring, report and branding settings into your FormLM workspace — free.
Adjust fields, options and consent language to match your clinic workflow.
Send the link or QR; every response is captured automatically.
Open the personalized AI PDF report and share it with the patient or the chart.
Pick your role — see how it fits your clinic workflow.
Every new client completes the intake before the first session; the clinician opens with structure.
Dimension bands align with common psychiatric intake templates.
Anonymized dimension trends support workforce wellbeing reporting.
What makes this template work as a professional clinical deliverable.
A preview of real fields patients see — the full version scores each answer 1–5 across dimensions and generates a personalized, printable AI PDF report per respondent.
